Seasonal upturn imminent but soft demand through 2009
Jon and Walt Custer
Seasonal upturn
imminent but soft
demand through 2009
20080710 20080702
Industrial Production - World
U.S. Vehicle Shipments
% Change vs. One Year Earlier
Heavy Duty Trucks
$ Billion
Lt Trucks & Utility Vehicles
25 Automobiles
20
15
10
5
0
1 3 5 7 9 11 1 3 5 7 9 11 1 3 5 7 9 11 1 3 5 7 9 11 1 3 5 7 9 11 1 3 5 7 9 11 1 3 5 7 9 11 1 3 5 7 9 11 1 3 5
00 01 02 03 04 05 06 07 08
CALENDAR YEAR
Economist 7/2008
http://www.economist.com
http://www.census.gov/indicator/www/m3/
Chart 1. Chart 3.
20080710
20080702
Global Electronic Equipment Shipment Growth US Electronic Equipment Orders & Shipments
Communications, Computer, Military, Instruments
Taiwan/China
$B (Monthly Orders - Seasonally Adjusted)
34
3/12 rate of growth in local currency
Europe
1.6 Japan
32
1.5
USA
30
0
1.4
28
Shipments
1.3 26
Orders
1.2 24
1.1 22
1 20
0.9 18
0.8 16
0.7 14
1 4 710 1 4 7 10 1 4 7 10 1 4 7 10 1 4 710 1 4 710 1 4 710 1 4 7 10 1 4 7 10 1 4 7 10 1 4
0.6
98 99 00 01 02 03 04 05 06 07 08
1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7
00 01 02 03 04 05 06 07 08
CALENDAR YEAR
CALENDAR YEAR
http://www.census.gov/indicator/www/m3/
Chart 2. Chart 4.
30 – Global SMT & Packaging - August 2008
www.globalsmt.net
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67 |
Page 68